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13F holdings · Q3 2026

Hixon Zuercher

Findlay, OH · files as Hixon Zuercher, LLC
Holdings as of Sep 30, 2026Filed Oct 13, 2026Next filing due Feb 15, 2027CIK 1806752

Hixon Zuercher reported 92 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are LRGF (5.4%), GSIE (4.7%) and NVDA (3.8%). Compared with Q2 2026, the fund opened new positions in LRGF, XOM and APP, added to MSFT, SHV and LLY, trimmed GSIE, NVDA and JNJ and sold out of DOX, PFE and NFLX.

Reported value$347M+1.7% vs last quarter
Stocks held927 new · 3 sold out
Top 5 weight21.0%spread out
Turnover26%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
LRGF
Ishares U.s. Equity Factor ETF
$18.6M5.4%239KNew position1 of 8
2
GSIE
Goldman Sachs ETF TR
$16.3M4.7%355K−171K (−33%)8 of 8
3
NVDA
Nvidia Corporation
$13M3.8%57K−138 (−0%)8 of 8
4
MSFT
Microsoft Corp
$12.7M3.7%25K+2,798 (+13%)8 of 8
5
JNJ
Johnson & Johnson
$12.3M3.5%46K−730 (−2%)8 of 8
6
XOM
Exxon Mobil Corp
$10.8M3.1%66KNew position1 of 8
7
EMGF
Ishares Inc
$10M2.9%140K−10K (−7%)7 of 8
8
JPM
Jpmorgan Chase & Co.
$9.8M2.8%29K−262 (−1%)8 of 8
9
AAPL
Apple Inc
$9.3M2.7%28K−351 (−1%)8 of 8
10
AMZN
Amazon Com Inc
$9.2M2.6%37K−121 (−0%)8 of 8
🔒 82 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
DOX
Amdocs Ltd
$2.1M41K
PFE
Pfizer Inc
$2M84K
NFLX
Netflix Inc
$1.3M18K

Reported value

last 8 quarters
$260MQ4 '24
$284MQ1 '25
$309MQ2 '25
$329MQ3 '25
$330MQ4 '25
$321MQ1 '26
$341MQ2 '26
$347MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 13, 202613F-HRQ3 2026SEC filing ↗

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Hixon Zuercher 13F FAQ

What does Hixon Zuercher own?

Hixon Zuercher reported 92 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are LRGF (5.4%), GSIE (4.7%) and NVDA (3.8%). The table above lists every position in the filing (the top 10 without an account).

What did Hixon Zuercher buy and sell in Q3 2026?

Compared with Q2 2026: 7 new positions, 35 added to, 38 trimmed and 3 sold out. New positions include LRGF, XOM and APP. It sold all of DOX, PFE and NFLX.

When will Hixon Zuercher file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Hixon Zuercher's portfolio worth?

The Q3 2026 filing reports $347M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.